Institutional Ownership Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW). We have compiled data on the 805 institutions that hold shares in the stock, with a total of 90 Million shares, which have been reported (via 13F filing form) to have a value of $29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
45
shares
|
$14,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
45
shares
|
$14,495
0.0% of portfolio
|
Q3 2025
Reduced 92.36%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
42
shares
|
$13,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
42
shares
|
$13,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
42
shares
|
$13,529
0.0% of portfolio
|
Q3 2023
Added 366.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
41
shares
|
$13,207
0.0% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
39
shares
|
$12,563
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
36
shares
|
$11,596
0.0% of portfolio
|
Q2 2025
Reduced 93.75%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
35
shares
|
$11,274
0.0% of portfolio
|
Q3 2025
Added 191.67%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
33
shares
|
$10,630
0.01% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
32
shares
|
$10,308
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
32
shares
|
$10,308
0.0% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$9,663
0.0% of portfolio
|
Q2 2022
Added 76.47%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
29
shares
|
$9,341
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
28
shares
|
$9,019
0.0% of portfolio
|
Q3 2025
Reduced 65.85%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
27
shares
|
$8,697
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
27
shares
|
$8,697
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
27
shares
|
$8,697
0.0% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
26
shares
|
$8,375
0.0% of portfolio
|
Q2 2020
Reduced 96.98%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
26
shares
|
$8,375
0.0% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
26
shares
|
$8,375
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
26
shares
|
$8,375
0.0% of portfolio
|
Q3 2025
Reduced 83.85%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25
shares
|
$8,053
0.01% of portfolio
|
Q3 2025
Reduced 90.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$7,408
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
23
shares
|
$7,408
0.0% of portfolio
|
Q2 2025
New holding
|
|